On Thursday, the Shanghai and Shenzhen stock markets completed the switch again. The Shanghai Composite Index finally closed after opening sharply lower. The brokerage sector rose sharply. Xibe Securities rose by more than 4%, and Huanghe Securities also rose by more than 2%.
This Friday, the 21st, the Shanghai stock market opened at a high level again today. It once adjusted downward in early trading. The brokerage sector once again became the pillar of the market. In addition, the insurance and media sectors both performed well today. The Shanghai stock index did not remain as ten as last week.
Diving after one o'clock.
At 11 o'clock in the morning, near the end of the trading day, the brokerage sector, stimulated by the acceleration of IPOs, struck again. Guangdong Securities and China Merchants Securities both took the lead in making changes, followed by the movement of the entire sector upward.
Huanghe Securities rose by more than 2%, and the stock price returned to above 8 yuan. By the noon closing stage, the stock price was reported at 8.26 yuan, up 5.09% during the day. Xibu Securities also rose by 3.28%, with the stock price at 17.96 yuan.
Unknowingly, Xibu Securities has risen from a low price of around 10.50 yuan when Gu Junhao opened the position to almost 18 yuan, with the stock price rising by more than 70%.
Unlike small and medium-sized startup growth stocks that double at every turn, a 70% increase is already quite large for a securities firm’s stock. During this round of major rebounds, Xibu Securities’ gains have always remained in the front row of securities firms.
Only at this time did Cao Wenxun take Gu Junhao's stock selection seriously. When he saw the position of Junshi No. 2 when he first joined the job, Cao Wenxun felt that Gu Junhao was a bit untrue.
Although Junshi No. 1 has performed very well, Junshi No. 2 holds heavyweight stocks across the board. For a private equity institution, Cao Wenxun thinks it is a bit of a mess.
Although heavyweight stocks are very stable, their gains are limited after all. Cao Wenxun even doubted that Gu Junhao could not manage more than 100 million yuan in funds, so he made this choice.
Anyway, it won’t go far if it falls, so it’s good to just lie flat inside and use traders to do T’s within the day to keep the scale above 500 million yuan and earn handling fees.
In recent days, the judgment of the market and the performance of securities companies made Cao Wenxun really face up to Gu Junhao's stock selection logic and analyze it carefully.
Being able to buy enough holding chips at a relatively low position, and then wait for the market trend and let the hot spots chase you is far more difficult than chasing the hot spots, but Gu Junhao did it very well.
During lunch time, Cao Wenxun also asked his questions.
"Mr. Gu, don't private equity institutions generally focus on small and medium-sized entrepreneurial growth stocks, or even control one of them themselves? Why has our fund bought so many heavyweight stocks?"
"Private equity funds can also buy weights, as long as they can make money. As for controlling a small-cap stock as you mentioned, I have never thought about such a thing." Gu Junhao replied with a smile.
"Why? Isn't this a good opportunity to become famous?" In fact, it is indeed the case. Nowadays, there are often reports of a certain institution or a certain person trading a certain stock and making a lot of profits.
Similarly, there are countless institutions and Niu San flocking to this method.
“The primary purpose of setting up a private equity company is to help clients make profits while making the company profitable, and becoming famous is second. Once you can maintain profitable returns, becoming famous will be a matter of course.”
Gu Junhao also does not reject fame. Being famous is naturally a good thing, but more importantly, he has to ensure his own safety. The current private equity operation method is still too dangerous for Gu Junhao, who has the experience of later generations.
In the afternoon trading, the brokerage sector was even stronger. Guangdong Securities and Zhaoshang Securities firmly sealed their daily limits. Xibe Securities once rose by more than 8%, and Huanghe Securities also rose by more than 7%. The market also launched an upward attack.
The rising sentiment has also infected the small and medium-sized start-up sector. The ChiNext Index also used a small positive line today to eat up yesterday's negative line. This Friday, the Shanghai Composite Index returned to above the five-day line with an increase of 1.39%.
The Shanghai Composite Index finally closed at 2486.79 points and ended trading. The recovery of the weights of securities companies, insurance companies, etc. also makes the Shanghai Composite Index expected to continue to attack the 2500 points next week, starting a new round of rising mode.
The ChiNext Index has been exceptionally strong this week. Within five trading days, four trading days have closed in the red, and within a week it has surged 4.41% and is back above 1,500 points.
However, the daily line of the ChiNext Index is suppressed by the 60-day lifeline, and the weekly line is suppressed by the 10-day line. There are still variables in how it will perform next week.
Unlike Wu Peng, who adapted quickly, Cao Wenxun had experienced unsatisfactory stock trading in the first few trading days since he joined the company a week ago. As a result, it was not until Friday that he had some recognition of Junshi Capital and Gu Junhao himself.
Sometimes, thinking too much is not necessarily a good thing. It is better to be in a state like Wu Peng's, but this must be supported by certain conditions. Cao Wenxun, who is currently under obvious economic pressure, obviously cannot do it.
After a brief tidying up, Cao Wenxun took the lead in getting off work and drove his vehicle directly to Hangzhou without returning to his apartment. Later, Wu Peng also left work early.
On the way back, Cao Wenxun was constantly thinking about the recent operations and his experience since joining the company a week ago. Overall, it was pretty good.
With large funds and trading space, the current trend of trading stocks has begun to become stronger. Naturally, there is no need to worry about this month's performance. What makes Cao Wenxun most happy is that Tong Huashun's trend is very good. After his wife bought it, he has already gained 6%
Profitable.
——
Those who were married left early, and those who remained in the trading room were all unmarried. They began to summarize the profits from this week, and the first one to count was still Junshi No. 1.
Several positions on the GEM have surged this week, and the performance of Junshi No. 1 should be beyond everyone's expectations.
Yin Zhijie is stronger this week than last week, rising by more than 20% for the second consecutive week, reaching 20.96%, while the performance of Dongfang Fortune and Xibe Securities is also very impressive.
Dongfang Fortune began to accelerate its upward trend this week, rising by more than 12.38% within a week, and the stock price also successfully stabilized at the 20 yuan mark, while Xibu Securities Interest rose sharply on Thursday and Friday, rising by more than 12% within two days, and finally
It broke through the price of 18 yuan with a gain of 11.06% in a week.
Junshi No. 2 supporting stocks have also stopped falling across the board this week. Apart from Dongfang Fortune, the best performer is naturally Huanghe Securities. Huanghe Securities also benefited from the positive stimulus and rose sharply in the last two trading days.
In the end, Huanghe Securities also fell in the four trading days before closing on the last two trading days, ending at 8.43 yuan, a weekly increase of 7.80%.
Among the other two stocks with Chinese prefixes, Zhongguo Communications Construction performed better, with a weekly increase of 4.91%, and the intraday amplitude was not small. The main income of Junshi No. 2 this week was besides Dongfang Fortune.
It also mainly comes from him.
Zhongguo Yizhong's performance was average, with only an increase of 0.5% in a week, but it has stopped falling, which can be considered a good thing.
After making the final preparations before announcing his net worth, Xu Jianqing smiled straight at Gu Junhao and said, "Hey, boss, you are preparing to become famous again this week. Maybe you will be trending again."
"What's wrong? No. 1 net worth is outstanding?" Gu Junhao said with a smile.
"Yes, No. 1's net worth simply exploded."
"Hurry up, stop talking nonsense, I'm going home in a hurry." Gu Junhao interrupted Xu Jianqing's deliberate trick.
"The total size of Fund No. 1 is 125 million yuan, with a net value of 312.38; the total size of Fund No. 2 is 541.25 million yuan, with a net value of 1.0825." Xu Jianqing said proudly.
"Three times? Not bad, not bad." Gu Junhao responded with a smile, while also thinking about the net worth of Junshi No. 2.
After the retracement last week, Junshi No. 2 was able to maintain high-speed growth while increasing positions this week. It is much more difficult than Fund No. 1. The profit has reached more than 8 points in the three weeks since the position was established. This is also
pretty good.
Gu Junhao has been looking at everyone's delivery orders every day this week. For Junshi No. 2, the main performance growth points are actually Zhongguo Communications Construction and Huanghe Securities, which performed well in the last two trading days.
Dongfang Wealth has locked up the entire position, and Zhongguo Yizhong is in the process of building a position. The weekly increase is not large, the market value has basically not changed, and it is still in a state of loss.
Since Zhongguo Communications Construction has relatively large fluctuations during the week, Wu Peng made a lot of T trades and still gained a lot. The same is true for Huanghe Securities. It gave Cao Wenxun some opportunities and he was able to fully display his operating skills.
Judging from two weeks of observation, both of them are very qualified traders and their work attitudes can be considered very professional. Gu Junhao is quite satisfied with this aspect.
I believe that next week, the performance of the two of them will be better, which will make me feel more at ease.
"Let it be announced. In addition, if there is nothing big happening next week, I won't appear in the trading room often. You should do the things within your authority by yourself. If you have any questions, you can come to me."
Fund No. 2 is becoming more and more stable, and Gu Junhao can let go of specific transactions. Xu Jianqing and others can also understand Gu Junhao. Since November, the boss has become more and more busy and often goes back very late.
After saying this, Gu Junhao, who was about to leave, added: "You should be stricter about the issue of Fund No. 1, and you should keep your positions confidential."
It has risen so much in one week and has tripled the profit. I believe it will be discussed a lot this weekend. As three insiders, including myself, it is better to keep a low profile.
"Okay, I understand." Wang Ruoyu replied. Currently, he and Liu Tingting are in charge of Fund No. 1. Gu Junhao just said this to him.
The boss is still as cautious as ever, but this is indeed the case. There are many small and medium-sized entrepreneurial stocks that have surged this week. As long as he keeps a low profile, it will be difficult for the market to guess which one it is.
"If you have nothing to do, go back early. Tomorrow is the light snow season. Remember to be kind to yourself and have a good meal."
Due to the leap September, although the date on the lunar calendar is only the beginning of October, the real winter has actually arrived.
"What do you mean? Why does the boss's last sentence sound weird? What does a good meal mean?" Xu Jianqing asked confused.
The other two people also said that they always felt something was strange. In fact, Gu Junhao just said it casually without intending to express anything.